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iShares Core S&P Small-Cap ETF

2,510 hedge funds and large institutions have $62.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 991 increasing their positions, 1,055 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.74% more ownership

Funds ownership: 72.39%73.14% (+0.74%)

0% less funds holding in top 10

Funds holding in top 10: 300299 (-1)

6% less repeat investments, than reductions

Existing positions increased: 991 | Existing positions reduced: 1,055

Holders
2,510
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
299
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$40.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
701
Etesian Wealth Advisors
Oregon
$5.93M
ML
702
McAdam LLC
Pennsylvania
$5.9M
CHC
703
City Holding Co
West Virginia
$5.9M
PFM
704
Phillips Financial Management
Indiana
$5.84M
CCB
705
Country Club Bank
Missouri
$5.79M
MLIC
706
Mandatum Life Insurance Company
Finland
$5.79M
AFS
707
Aft Forsyth & Sober
Florida
$5.78M
WFA
708
Wellspring Financial Advisors
Ohio
$5.75M
CIC
709
Carnegie Investment Counsel
Ohio
$5.7M
DWM
710
Dakota Wealth Management
Florida
$5.66M
LF
711
Lee Financial
Texas
$5.65M
AFS
712
AFG Fiduciary Services
Massachusetts
$5.64M
ISWM
713
Independent Solutions Wealth Management
New York
$5.63M
SWM
714
Spire Wealth Management
Virginia
$5.62M
GWM
715
Graybill Wealth Management
Illinois
$5.61M
KWM
716
Kingsview Wealth Management
Oregon
$5.6M
FPAS
717
Focus Partners Advisor Solutions
Missouri
$5.59M
RhumbLine Advisers
718
RhumbLine Advisers
Massachusetts
$5.57M
OGF
719
Orin Green Financial
California
$5.57M
HLCM
720
Hi-Line Capital Management
South Dakota
$5.55M
TW
721
TritonPoint Wealth
Maryland
$5.52M
KAS
722
KPP Advisory Services
Kentucky
$5.52M
PTC
723
Private Trust Company
Ohio
$5.51M
GVAG
724
Great Valley Advisor Group
Delaware
$5.47M
VFPW
725
Vantage Financial Partners (Wisconsin)
Wisconsin
$5.45M